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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
Manchester Capital Management
Vermont
$23K – – –
MAM
1052
Magellan Asset Management
Australia
$22K -$26.6K -176 -56%
VCM
1053
Versant Capital Management
Arizona
$22K -$1.21K -8 -5%
M1FG
1054
Mach-1 Financial Group
Arkansas
$22K – – –
EW
1055
Evoke Wealth
California
$22K +$1.66K +11 +8%
SN
1056
Sittner & Nelson
Oregon
$20K – – –
WQ
1057
Wealth Quarterback
New Jersey
$20K +$19.3K +128 New
SC
1058
Solstein Capital
California
$19K -$544K -3,604 -97%
FRA
1059
Front Row Advisors
California
$19K +$1.21K +8 +8%
BFC
1060
Bedel Financial Consulting
Indiana
$19K +$5.58K +37 +42%
GA
1061
GoalVest Advisory
New York
$19K +$6.49K +43 +54%
WTC
1062
WhitTier Trust Company
Nevada
$19K +$12.7K +84 +233%
BWM
1063
Baystate Wealth Management
Massachusetts
$18K +$3.02K +20 +22%
GGI
1064
Godsey & Gibb Inc
Virginia
$18K +$17.5K +116 New
HR
1065
Howe & Rusling
New York
$17K -$151 -1 -0.9%
GCM
1066
Gables Capital Management
Florida
$17K – – –
LFG
1067
Larson Financial Group
Missouri
$17K – – –
LB
1068
Legacy Bridge
Iowa
$17K – – –
RA
1069
Resolute Advisors
California
$17K – – –
LWCFA
1070
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K +$16.3K +108 New
LCM
1071
Logan Capital Management
Pennsylvania
$15K – – –
PCFFS
1072
Pacific Center for Financial Services
California
$15K – – –
RMC
1073
Resources Management Corp
Connecticut
$15K – – –
SIS
1074
Sound Income Strategies
Florida
$15K – – –
HIM
1075
Hillsdale Investment Management
Ontario, Canada
$14K -$664K -4,400 -98%
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